Let a customer sign in to follow their repairs

Your customers can have their own login. They sign in to see their repairs, approve quotations and check what they owe, without calling the shop.

You start it by sending them an activation link. They open it, choose a password, and they’re in.

Before you start

• The customer needs an email or a mobile number saved. The link goes by email (Mail), by SMS, or both.
• Outside India, the SMS goes only if you’ve set up your own SMS provider (Twilio or BulkGate).
• Every plan includes customer login.

Send the activation link

1. Go to Customers and open the customer.

2. Click Actions at the top right (on a phone, tap ⋯). Then click Send activation link.

   The Send activation link window opens.

3. Tick Mail, SMS, or both.

   

   Desktop

4. Click Send.

   You see “Activation link sent”.

You can also send the link straight after you add a new customer. The Customer created window has a Send activation link section.

Done!

The customer gets a message with an Activate Account link. It works for one month.

What the customer does

1. They open the link. The Activate account page opens.
2. They type a Password and type it again in Confirm password, then tap Activate account.
3. They’re signed in. Next time, they sign in on your shop’s sign-in page with their Email or mobile and password. The same works in the BytePhase phone app.

If the link has expired, send a new one the same way.

What customers see

Customers see only their own records. They never see your other customers, your staff or your settings.

• Home: what needs them, for example a Quotation awaiting approval with a Review quotation button. Also their Active repairs, AMC Service requests and Pickups & drops.
• Jobs (on a phone: Repairs): each repair, its status, parts and payments.
• Quotations (on a phone: Quotes): they can approve or reject a quotation themselves.
• Sales: their bills.
• AMC, Rentals and Pickups & drops: only when your plan has them and they’re turned on. They can raise an AMC complaint and ask for a pickup.
• Self check-in: opens your check-in form so they can book a new repair.

Customer types

When you add a customer, you choose a Customer type: End user, Dealer or Corporate user. The type is a label to help you sort customers. All three types see exactly the same things when they sign in. An owner can change it with Actions › Change customer type (⋯ on a phone).

Good to know

• Stop someone signing in. On the customer, click Actions › Activate or deactivate (⋯ on a phone). A deactivated customer can’t sign in. Do the same again to let them back in.
• The link went to the wrong address? Fix the email or mobile number on the customer, then send a new link.
• Customers can update their own contact details from their profile once they sign in.
• Notifications still go out whether or not a customer signs in. See Customer notification preferences.